+1,934.0%
VRT vs APO
+373.7%
+1,560.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.4% | -4.6% |
| 7D | +10.5% | +5.8% | +4.7% | +7.2% |
| 30D | -9.3% | +8.9% | -18.2% | -14.4% |
| 3M | -29.6% | -13.6% | -15.9% | -24.5% |
| 6M | -45.4% | -5.4% | -40.0% | -44.4% |
| YTD | +24.8% | -13.6% | +38.4% | +30.8% |
| 1Y | +23.6% | -2.5% | +26.1% | +20.5% |
| 3Y | +379.7% | +50.9% | +328.8% | +280.8% |
| 5Y | +660.3% | +81.4% | +578.9% | +437.4% |
| All | +1,934.0% | +373.7% | +1,560.3% | +920.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling